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Tips for avoiding cyberattacks
Consultant Bill Winterberg and RIA April Rudin offer advice on how to protect your firm from hack attacks and cyberfrauds.
The value of Twitter
Breakfast with Benjamin The (awesome) value of Twitter. Plus: J.D. Power's annual survey of advisers' job satisfaction, mid-year stock review, yes, ETF cost matters, bringing back volatility, and a car maker returns.
Pershing digs into its big data plate to find securities to lend
Custodian's “Lending Ball” tech tool finds matches for securities lending.
As e-communication channels proliferate, risk of Finra fines spikes
Smarsh survey finds 88% of firms issue mobile devices to employees who use them to IM, text and tweet.
Hearsay and Actiance top Forrester’s social risk and compliance product list
'Near ubiquitous' social-media use drives growth in a nascent market, research firm reports
After troubled start, Morgan Stanley tech platform stabilized
CIO Chris Randazzo says 3D has 'turned the corner,' while upgrade continues
Hashtags #useful in social media
Hashtags are a great way to rev up your media game and take advantage of the tremendous opportunities…
Use surveys to build stronger client relationships
A quick questionnaire can let you know how you can improve and shows clients you care.
FSI gives revised Finra BrokerCheck link rule the thumbs down
In a new comment letter, the industry group contends that the rule would create undue regulatory costs.
Internet phone: Time to jump on the bandwagon?
VoiP phones are tremendously flexible but not necessarily right for everyone.
Firms line up to donate software to college financial planning programs
Texas Tech University receives more than $6 million in annual software licenses for its next generation planners.
Industry icon is enthusiastic about technology
Harold Evensky is an icon. The co-founder of Evensky & Katz Wealth Management is an influential champion…
Don’t pay to be No. 1 on Google. Follow these steps to climb search result ranks
Unique, authentic, high quality content from you as the author is your best opportunity for getting found by the right potential prospects on Google.
Managing your social media on the move
Advisers can make time and save time with outstanding mobile apps to help them fit social media into their busy schedules.
Envestnet to acquire Placemark Holdings
The acquisition is aimed at bolstering the firm's market presence in unified managed account services.
Morningstar-HelloWallet deal ups the ante for financial wellness services
Viewing workers' retirement savings in the context of their full financial picture may be the next frontier for retirement plan services.
Online rivals Betterment, LearnVest rake in $60 million of venture funding
Betterment's Series C round brings in $32 million; LearnVest closes on $28 million; fundraising touches off a Twitter firestorm.
Latest Betterment, LearnVest fundraising elicits a Twitter firestorm
[View the story “Betterment, LearnVest and the robo-adviser landscape” on Storify]…
SIFMA warns investors will pay for Finra CARDS plan
SIFMA chief Bentsen says new rules will mean either higher fees or fewer services.
Robo report: Traditional advisers may be biggest market for online investment services
With billions in annual revenues at stake, the emerging business model may be one that includes a partnership between robo-advisers and regular investment practitioners.
